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Welltower

1,479 hedge funds and large institutions have $133B invested in Welltower in 2026 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 660 increasing their positions, 440 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,479
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$308M
Puts
$248M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
1201
BCS Private Wealth Management
New Jersey
$200K
FHA
1202
Flagship Harbor Advisors
Massachusetts
$200K
AGWCA
1203
Annis Gardner Whiting Capital Advisors
Florida
$195K
BG
1204
Bollard Group
Massachusetts
$194K
M
1205
MOTCO
Texas
$191K
TSMHT
1206
Thurston Springer Miller Herd & Titak
Indiana
$190K
GAM
1207
Guinness Asset Management
United Kingdom
$189K
MCM
1208
Manchester Capital Management
Vermont
$183K
AG
1209
AmeriFlex Group
Nevada
$183K
CPBTD
1210
Central Pacific Bank - Trust Division
Hawaii
$179K
VCM
1211
Versant Capital Management
Arizona
$178K
SIA
1212
Sit Investment Associates
Minnesota
$175K
CSP
1213
Cary Street Partners
Virginia
$175K
CT
1214
Clearstead Trust
Maine
$172K
GXJ
1215
Global X Japan
Japan
$171K
MHR
1216
Matthew Hamilton Rosenberg
$168K
PWA
1217
Physician Wealth Advisors
Utah
$166K
WA
1218
WPG Advisers
Maryland
$165K
OP
1219
Oslo Pensjonsforsikring
$165K
VNT
1220
Vanguard National Trust
Pennsylvania
$164K
HPC
1221
HM Payson & Co
Maine
$160K
FUBT
1222
First United Bank & Trust
Maryland
$158K
CFO
1223
CVA Family Office
Colorado
$157K
BDPWM
1224
Barnes Dennig Private Wealth Management
Ohio
$156K
GIA
1225
GHP Investment Advisors
Colorado
$153K